Rahul Shah

What changed

Merrill Lynch advisor required two attempts to break away; first to Wachovia's FiNet fizzled, second succeeded through wife Tejal Shah's help.

Reported / discovered

Jun 21, 2017

Effective

Not reported

New role

advisor

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.